FSPtalks

Rick Hellberg, CLU, ChFC, CFP, President & CEO of PeterAlexander Financial Services, joins hosts Herb Cohen and David Maola to talk about how he learned that he does not need to be perfect all the time and how that has impacted his career.

Jack Dempsey, CLU, ChFC, MA, General Partner at Dempsey Weiss & Associates, joins hosts Herb Cohen and David Maola to talk about how playing catcher in youth baseball parallels his role as "field general" at Dempsey Weiss. 

Lawrence Adamo, CLU, ChFC, REBC, CLTC, CFS, President of Lawrence Adamo Insurance Services, joins host Herb Cohen to discuss how the discipline he learned as a drummer translates into his practice and provides for his clients in a positive way.

Frank Spezzano, CLU, ChFC, MSFS, AEP, President of IRUS Advisory Corporation, joins hosts Herb Cohen and David Maola to discuss the imaginative, witty musicians he grew up around helps him identify with his entrepreneurial clients, allowing him to make sense of their wealth. 

Daniel White, CLU, ChFC, RICP, President at Daniel A. White & Associates, joins hosts Herb Cohen and David Maola to discuss how his competitive spirit benefits his clients and how working "half days", aka 12 hours, shows clients that they will always be there for them.

Michael Kirsh, CFP, CLU, Senior Advisor at Kirsh Financial , joins hosts Herb Cohen and David Maola to discuss how he brings the "old school" ethics he learned from his father to work every day. 

Bentley Heese, RICP, Retirement Income Consultant at Ash Brokerage, joins host Herb Cohen to discuss how the dedication and practice he put into his years playing alto saxophone prepared him for his career. 

Evan Fabricant, CLU, ChFC, RICP at Financial Advisor at Legacy Partners joins host Herb Cohen to discuss using how coaches and mentors, including his father, have impacted his personal and professional life.

Robert Flood, CLU, ChFC, MSFS, Principal at LC Advisor, joins hosts Herb Cohen and David Maola to discuss how the confidence he gained during childhood helps him in working with clients to manage their risk in retirement.

Tim Hamilton, CFP, CIMA, CSLP, Senior Vice President at Atlas Private Wealth Management, joins hosts Herb Cohen and David Maola to discuss how youth sports, particularly football, helped him gain footing in his career by teaching him work ethic and how to connect with people. 

Nathan Browning, CFP, founder of Comprehensive Executive Financial Planning Group, joins hosts Herb Cohen and David Maola to discuss how his family's circumstances in the third grade led to a career in financial planning.

Evan Fabricant, CLU, ChFC, RICP at Financial Advisor at Legacy Partners joins host Herb Cohen to discuss using technology to customize communication with his retirement planning clients. 

Rick Helbing, ChFC, CFP, Financial Life Advisor at Suncoast Advisory Group, joins host Herb Cohen to discuss his firm's innovative financial and practice planning services for physicians and dentists..

Joe Elsasser, CFP, Founder and President of Covisum, joins host David Maola to discuss leadership, risk taking, the future of financial services, and the impact of technology on the industry.

Doug Wier, CLU, ChFC, President of Bettendorf Financial Group, joins host Herb Cohen to discuss how his childhood habits benefit his current clients and how Covid-19 has impacted his business. 

Mike McGlothlin, Executive Vice President of Retirement at Ash Brokerage, discusses the benefits of using a broker general agent for advisors and clients."

Lee V. Bethel, CLU, ChfC, REBC, RHU, CAP, AIF, President of Comprehensive Benefit Services, Inc., joins host David Maola to discuss leadership and diversity within the financial services industry.

Steve Parrish, JD, RICP, CLU, ChFC, RHU, AEP, Co-Director of the New York Life Center for Retirement Income and adjunct professor at the American College of Financial Services, joins host David Maola to discuss leadership, organizational mission and values, and career paths.  

Jim Aussem, JD, AEP, a shareholder at Cavitch Familo & Durkin, joins host David Maola to discuss leadership, motivating employees, and the future of business. 

Sheryl Hickerson, the CEO of Females and Finance, joins host David Maola to discuss leadership, being a woman in a male dominated industry, and the skills necessary to be an effective leader.

Bill Cates discusses the importance of a great introduction. 

Bill Cates differentiates between a referral alliance, strategic alliance and center of influence. 

Bill Cates gives tips on how to multiply your best clients. 

Robert Kirkland shares his advice for fiduciaries and his final thoughts.

Robert Kirkland discusses:

• Estate and gift tax consequences;
• Valuation and fair market value;
• What the future holds for cryptocurrency;
• Advice for fiduciaries

Referral coach Bill Cates answers why advisors don't ask for introductions. 

Bill Cates. Creating advocates

Bill Cates . Becoming referrable

Robert Kirkland discusses how transactions are treated for income tax purposes. 

Robert Kirkland discusses how cryptocurrency can be used for goods, services and investments; the importance of documentation and management and real-life 'horror'  stories from lack of planning .

Robert Kirkland continues his discussion of cryptocurrency with private key ownership.

Robert Kirkland describes when and by whom cryptocurrency was created.